Modano Fundamentals

Workshop Details

This 4-hour practical workshop teaches participants how to use the Modano Excel add-in and module libraries to efficiently build modular, scalable, best practice financial models. Each stage of the model development, customization and review process will be discussed, including incorporating budget variance analysis and deals modeling.

This workshop is valuable for anyone with existing financial modeling skills aiming to improve the quality and efficiency of their financial modeling processes by building modular, scalable, re-usable financial models instead of static spreadsheets.

Building a financial model

Model scoping & design

Selecting a template

Customising your theme

Specifying the model time series

Importing & reconciling financial statements

Entering forecast assumptions

Customizing your financial model

Extending the time series

Adding categories

Changing forecast drivers

Scaling your model

Inserting subtotals

Adding dashboard outputs

More advanced customizations

Custom model drivers

Custom financial statement items

Custom dashboards

Reviewing your model

Locating and resolving errors

Formula analysis

Issues tracking

Rolling budgeting & planning

Budget process overview

Budget creation

Monthly roll-forward, data import and reconciliation

Reforecasting

Budget variance analysis

Deals & transaction modelling

Comparison with budgeting & planning modeling

DCF valuation example

Issues tracking

Sensitivities and scenarios

Releasing modular workbooks on deals

Example models

Professional services

SaaS

Scalable business unit model

Consolidation

Property feasibility

Getting started

Training and assessment

Support system

Implementation options

FAQs

Will this course teach me financial modelling?
No. You will build a financial model during the workshop, and given financial modeling learning resources to take away, but this is not a technical financial modeling course.

Why is this course free?
Modano's business model is based on building mutually-beneficial relationships with parties looking for a better way of building financial models. These workshops help us build these relationships.

Who delivers the workshop?
Experienced members of Modano's Implementation team, which has developed financial models of thousands of businesses across many industries since 2002.

Where can I get more information?
The Modano website provides a comprehensive range of financial modeling resources, including interactive practical training tutorials and self-assessment exercises. You can also request support via www.modano.com/account/support.

About the Presenter

Michael Hutchens

Michael is the Founder and CEO of Modano.

Michael has more than 18 years working in investment banking, corporate finance, financial modeling and software engineering. Prior to founding Modano, Michael co-founded BPM and provided financial modeling consulting services to clients around the world with a combined project value of over $1 trillion.

Prior to establishing BPM, Michael spent three years working in the Energy, Mining & Infrastructure M&A team at Salomon Smith Barney (now Citi). During this time, Michael specialized in the construction of the financial, strategic, refinancing and valuation models which underpinned several multi-billion dollar transactions within the Australian and international utilities sectors.

Michael is dedicated to improving the quality and efficiency of financial modeling by empowering business leaders and their advisors with world-leading tools and knowledge.

What You Need To Bring

To attend this workshop you will need to bring a laptop running Windows (XP or later) and Office (2007, 2010 or 2013) with Modano Excel add-in installed in advance. While not fundamental to the financial modelling concepts discussed during the course, the Modano add-in makes it possible to build and customize an entire model during the session.

In the event that you cannot bring your own laptop or install the Modano add-in, Modano has limited spare laptops but other training booking requests may be prioritized.